See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,943 | $124,425-90.4% | $112,040-89.3% | $137,256-91.3% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 33.43% | 24.72%+8.7pp | 24.52%+8.9pp | 220.34%-186.9pp |
| Employer contribution / active EE | $1,302 | $3,411-61.8% | $2,954-55.9% | $4,156-68.7% |
| Participant deferral / active EE | $1,846 | $5,718-67.7% | $5,098-63.8% | $6,407-71.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |